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SJR.

Shaw Communications TSXV:SJR.A Stock Report

Last Price

CA$35.40

Market Cap

CA$17.3b

7D

-0.1%

1Y

-1.8%

Updated

16 May, 2022

Data

Company Financials +
SJR.A fundamental analysis
Snowflake Score
Valuation2/6
Future Growth0/6
Past Performance5/6
Financial Health3/6
Dividends5/6

SJR.A Stock Overview

Shaw Communications Inc. operates as a connectivity company in North America.

Shaw Communications Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Shaw Communications
Historical stock prices
Current Share PriceCA$35.40
52 Week HighCA$39.50
52 Week LowCA$33.06
Beta0.54
1 Month Change-9.23%
3 Month Change-5.90%
1 Year Change-1.80%
3 Year Change26.61%
5 Year Change8.92%
Change since IPO2,417.33%

Recent News & Updates

Shareholder Returns

SJR.ACA MediaCA Market
7D-0.1%-4.1%-3.0%
1Y-1.8%-10.1%4.2%

Return vs Industry: SJR.A exceeded the Canadian Media industry which returned -10.1% over the past year.

Return vs Market: SJR.A underperformed the Canadian Market which returned 4.2% over the past year.

Price Volatility

Is SJR.A's price volatile compared to industry and market?
SJR.A volatility
SJR.A Average Weekly Movement7.4%
Media Industry Average Movement5.1%
Market Average Movement9.6%
10% most volatile stocks in CA Market16.4%
10% least volatile stocks in CA Market4.2%

Stable Share Price: SJR.A is not significantly more volatile than the rest of Canadian stocks over the past 3 months, typically moving +/- 7% a week.

Volatility Over Time: SJR.A's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19669,400Brad Shawhttps://www.shaw.ca

Shaw Communications Inc. operates as a connectivity company in North America. The company operates through Wireline and Wireless segments. The company’s Wireline segment provides cable telecommunications services, including video, Internet, WiFi, phone, satellite video, and data networking through a national fibre-optic backbone network to Canadian consumers, North American businesses, and public-sector entities.

Shaw Communications Fundamentals Summary

How do Shaw Communications's earnings and revenue compare to its market cap?
SJR.A fundamental statistics
Market CapCA$17.32b
Earnings (TTM)CA$995.00m
Revenue (TTM)CA$5.50b

17.5x

P/E Ratio

3.2x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
SJR.A income statement (TTM)
RevenueCA$5.50b
Cost of RevenueCA$2.96b
Gross ProfitCA$2.53b
Other ExpensesCA$1.54b
EarningsCA$995.00m

Last Reported Earnings

Feb 28, 2022

Next Earnings Date

n/a

Earnings per share (EPS)1.99
Gross Margin46.08%
Net Profit Margin18.10%
Debt/Equity Ratio76.9%

How did SJR.A perform over the long term?

See historical performance and comparison

Dividends

3.4%

Current Dividend Yield

59%

Payout Ratio

Does SJR.A pay a reliable dividends?

See SJR.A dividend history and benchmarks
When do you need to buy SJR.A by to receive an upcoming dividend?
Shaw Communications dividend dates
Ex Dividend DateJun 14 2022
Dividend Pay DateJun 28 2022
Days until Ex dividend28 days
Days until Dividend pay date42 days

Does SJR.A pay a reliable dividends?

See SJR.A dividend history and benchmarks

Valuation

Is Shaw Communications undervalued compared to its fair value and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • PE vs Industry

  • PE vs Market

  • PEG Ratio

  • PB vs Industry


27.3%

Undervalued compared to fair value

Share Price vs. Fair Value

Below Fair Value: SJR.A (CA$35.4) is trading below our estimate of fair value (CA$48.71)

Significantly Below Fair Value: SJR.A is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: SJR.A is poor value based on its PE Ratio (17.5x) compared to the Canadian Media industry average (10.9x).

PE vs Market: SJR.A is poor value based on its PE Ratio (17.5x) compared to the Canadian market (11.4x).


Price to Earnings Growth Ratio

PEG Ratio: SJR.A's earnings are forecast to decline next year, so we can't calculate its PEG ratio.


Price to Book Ratio

PB vs Industry: SJR.A is overvalued based on its PB Ratio (2.8x) compared to the CA Media industry average (1.4x).


Future Growth

How is Shaw Communications forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

Future Growth Score

0/6

Future Growth Score 0/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


-8.8%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SJR.A's earnings are forecast to decline over the next 3 years (-8.8% per year).

Earnings vs Market: SJR.A's earnings are forecast to decline over the next 3 years (-8.8% per year).

High Growth Earnings: SJR.A's earnings are forecast to decline over the next 3 years.

Revenue vs Market: SJR.A's revenue (1.4% per year) is forecast to grow slower than the Canadian market (6.1% per year).

High Growth Revenue: SJR.A's revenue (1.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: SJR.A's Return on Equity is forecast to be low in 3 years time (12.8%).


Past Performance

How has Shaw Communications performed over the past 5 years?

Past Performance Score

5/6

Past Performance Score 5/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


22.9%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: SJR.A has high quality earnings.

Growing Profit Margin: SJR.A's current net profit margins (18.1%) are higher than last year (13.5%).


Past Earnings Growth Analysis

Earnings Trend: SJR.A's earnings have grown significantly by 22.9% per year over the past 5 years.

Accelerating Growth: SJR.A's earnings growth over the past year (36.3%) exceeds its 5-year average (22.9% per year).

Earnings vs Industry: SJR.A earnings growth over the past year (36.3%) exceeded the Media industry 2.4%.


Return on Equity

High ROE: SJR.A's Return on Equity (16.2%) is considered low.


Financial Health

How is Shaw Communications's financial position?

Financial Health Score

3/6

Financial Health Score 3/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: SJR.A's short term assets (CA$1.2B) do not cover its short term liabilities (CA$1.4B).

Long Term Liabilities: SJR.A's short term assets (CA$1.2B) do not cover its long term liabilities (CA$8.1B).


Debt to Equity History and Analysis

Debt Level: SJR.A's net debt to equity ratio (71.2%) is considered high.

Reducing Debt: SJR.A's debt to equity ratio has reduced from 102.4% to 76.9% over the past 5 years.

Debt Coverage: SJR.A's debt is well covered by operating cash flow (42.1%).

Interest Coverage: SJR.A's interest payments on its debt are well covered by EBIT (5.7x coverage).


Balance Sheet


Dividend

What is Shaw Communications's current dividend yield, its reliability and sustainability?

Dividend Score

5/6

Dividend Score 5/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Future Dividend Coverage


3.40%

Current Dividend Yield

Upcoming Dividend Payment

TodayMay 17 2022Ex Dividend DateJun 14 2022Dividend Pay DateJun 28 202214 days from Ex DividendBuy in the next 28 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: SJR.A's dividend (3.4%) is higher than the bottom 25% of dividend payers in the Canadian market (1.9%).

High Dividend: SJR.A's dividend (3.4%) is low compared to the top 25% of dividend payers in the Canadian market (5.01%).


Stability and Growth of Payments

Stable Dividend: SJR.A's dividends per share have been stable in the past 10 years.

Growing Dividend: SJR.A's dividend payments have increased over the past 10 years.


Earnings Payout to Shareholders

Earnings Coverage: With its reasonable payout ratio (59.4%), SJR.A's dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonable cash payout ratio (60.7%), SJR.A's dividend payments are covered by cash flows.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

4.0yrs

Average management tenure


CEO

Brad Shaw (57 yo)

11.5yrs

Tenure

CA$11,944,069

Compensation

Mr. Bradley S. Shaw, also known as Brad, serves as Executive Chairman at Shaw Communications Inc. since March 23, 2020, and has been its Chief Executive Officer since November 17, 2010. Mr. Shaw served as...


CEO Compensation Analysis

Compensation vs Market: Brad's total compensation ($USD9.25M) is about average for companies of similar size in the Canadian market ($USD7.24M).

Compensation vs Earnings: Brad's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: SJR.A's management team is considered experienced (4 years average tenure).


Board Members

Experienced Board: SJR.A's board of directors are seasoned and experienced ( 14.8 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Shaw Communications Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: Shaw Communications Inc.
  • Ticker: SJR.A
  • Exchange: TSXV
  • Founded: 1966
  • Industry: Cable and Satellite
  • Sector: Media
  • Implied Market Cap: CA$17.320b
  • Shares outstanding: 499.23m
  • Website: https://www.shaw.ca

Number of Employees


Location

  • Shaw Communications Inc.
  • 630–3rd Avenue SW
  • Suite 900
  • Calgary
  • Alberta
  • T2P 4L4
  • Canada

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/05/16 00:00
End of Day Share Price2022/05/16 00:00
Earnings2022/02/28
Annual Earnings2021/08/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.